RIA Intel›Advisers›California›PACIFIC ADVISORY CAPITAL GROUP, LLC

PACIFIC ADVISORY CAPITAL GROUP, LLC

Advisory

N·LOS ANGELES, CA

Data as of Oct 28, 2019 · Source: SEC Form ADV

Total AUM
$71M
1-Year AUM Growth
-41.8%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$71M
Discretionary AUM$69M
Non-Discretionary AUM$2M
Discretionary %97.3%
Total Clients—
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingJun 28, 2018
Latest FilingOct 28, 2019
🔒 Full AUM trend chart and 15 historical filings spanning 1+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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